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Whitener Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Whitener Capital Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-240
Closed -$8K – 265
2019
Q3 		$8K Hold
240
– – ﹤0.01% 369
2019
Q2 		$8K Hold
240
– – ﹤0.01% 363
2019
Q1 		$8K Hold
240
– – 0.01% 355
2018
Q4 		$6K Hold
240
– – ﹤0.01% 350
2018
Q3 		$8K Buy
+240
New +$8.14K 0.01% 353
2018
Q2 		– Sell
-240
Closed -$7K – 242
2018
Q1 		$7K Hold
240
– – 0.01% 362
2017
Q4 		$6K Buy
+240
New +$6.63K 0.01% 356

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return